SVA Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

SVA Wealth Management’s Portfolio BNDX Stock Details BNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$738K	Sell	12,597 -99	-0.8%	-$5.78K	0.06%	137
2020 Q3	$739K	Sell	12,696 -40	-0.3%	-$2.32K	0.07%	130
2020 Q2	$735K	Buy	12,736 +139	+1%	+$7.94K	0.08%	130
2020 Q1	$709K	Buy	12,597 +702	+6%	+$40.1K	0.08%	124
2019 Q4	$673K	Hold	11,895	–	–	0.06%	135
2019 Q3	$700K	Sell	11,895 -186	-2%	-$10.9K	0.07%	131
2019 Q2	$692K	Sell	12,081 -314	-3%	-$17.6K	0.07%	134
2019 Q1	$691K	Sell	12,395 -3,004	-20%	-$165K	0.07%	136
2018 Q4	$835K	Hold	15,399	–	–	0.09%	125
2018 Q3	$840K	Sell	15,399 -1,386	-8%	-$75.8K	0.09%	125
2018 Q2	$918K	Sell	16,785 -8,084	-33%	-$441K	0.1%	123
2018 Q1	$1.36M	Buy	24,869 +3,658	+17%	+$198K	0.17%	110
2017 Q4	$1.15M	Sell	21,211 -3,658	-15%	-$201K	0.14%	114
2017 Q3	$1.36M	Buy	24,869 +7,002	+39%	+$382K	0.17%	110
2017 Q2	$971K	Sell	17,867 -976	-5%	-$53.2K	0.13%	112
2017 Q1	$1.02M	Sell	18,843 -2,546	-12%	-$137K	0.14%	105
2016 Q4	$1.16M	Buy	21,389 +533	+3%	+$29.2K	0.17%	103
2016 Q3	$1.17M	Buy	20,856 +433	+2%	+$24.2K	0.18%	102
2016 Q2	$1.14M	Buy	20,423 +6,373	+45%	+$349K	0.18%	103
2016 Q1	$766K	Buy	14,050 +1,061	+8%	+$57K	0.13%	121
2015 Q4	$687K	Buy	12,989 +3,347	+35%	+$177K	0.12%	136
2015 Q3	$510K	Buy	9,642 +1,237	+15%	+$65.3K	0.1%	147
2015 Q2	$440K	Sell	8,405 -29,135	-78%	-$1.55M	0.08%	159
2015 Q1	$2.03M	Buy	37,540 +2,373	+7%	+$128K	0.37%	77
2014 Q4	$1.87M	Buy	35,167 +5,698	+19%	+$299K	0.68%	33
2014 Q3	$1.54M	Hold	29,469	–	–	0.65%	35
2014 Q2	$1.51M	Buy	+29,469	New	+$1.5M	0.65%	40

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

SVA Wealth Management's BNDX Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard Total International Bond ETF (BNDX) stake by 0.78% in Q4 2020, selling an estimated $5.78K and leaving 12,597 shares worth $738K. The position accounts for 0.06% of the portfolio, ranked #137.

SVA Wealth Management first reported a position in BNDX in Q2 2014 and has held it in 27 quarters since. The position peaked at $2.03M in Q1 2015. 682 funds tracked by Wall St. Rank hold BNDX as of Q4 2020.

SVA Wealth Management held 12,597 shares of Vanguard Total International Bond ETF worth $738K as of Q4 2020.
SVA Wealth Management sold 99 Vanguard Total International Bond ETF shares in Q4 2020, an estimated $5.78K.
Vanguard Total International Bond ETF made up 0.06% of SVA Wealth Management's portfolio in Q4 2020, its #137 holding.
SVA Wealth Management first reported a position in Vanguard Total International Bond ETF in Q2 2014 and has held it in 27 quarters since.
SVA Wealth Management's Vanguard Total International Bond ETF position peaked at $2.03M in Q1 2015.
682 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.